FAQ: Sales Insight Usage

How does Marketo Engage define a Sales Insight “Active User”?

If a sales rep has interacted with the Sales Insight panel in the last 30 days, we consider him//her to be an active user once we remove duplicates user. 
Every week, we look at our logs over the last 30 days for certain types of activities that a unique user would do within our Sales Insight panel. Here is the list of activities that are considered as product usage:

Marketo tab:

  • Clicking on Best Bets tab and the following actions within the tab
    • Clicking on Edit & Create New View
    • Clicking on “Hide” option
  • Clicking on My Watch List tab and the following actions with the tab
    • Clicking on Edit & Create New View
    • Clicking on “Remove” option
  • Clicking on Web Activity tab and the following actions with the tab
    • Clicking on Edit & Create New View
    • Choosing time frame option from drop down
  • Clicking on Anonymous Web Activity tab and the following actions with the tab
    • Clicking on Edit & Create New View
    • Choosing time frame option from drop down
  • Clicking on My Email tab and the following actions with the tab
    • Clicking on Edit & Create New View
    • Clicking on email link to preview email
  • Clicking on Lead feed and the following actions with the tab
    • Subscribe to an Interesting Moment from lead feed

Visualforce panel on Contact/Lead/Account/Opportunity:

  • Clicking on 4 tabs: Interesting Moment, Web Activity, Email, Score
  • Clicking on “Full List” hyperlink at the bottom of the visual force page to access full list Marketo tab
  • Top Nav (only on lead/contact)
  • Choosing “Add/Remove to watch list” from actions drop down, clicking on “Go” button
  • Choosing “Add to Marketo campaign” from actions drop down, clicking on “Go” button
  • Choosing “Send Marketo email” from actions drop down, clicking on “Go” button
  • Clicking on Interesting Moment tab and the following actions with the tab
    • Clicking on “Subscribe” option
  • Clicking on Web Activity tab and the following actions with the tab
    • Clicking on Web page link
    • Clicking on page/referrer link
  • Clicking on Email tab and the following actions with the tab
    • Clicking on email link to preview email

When a sales user navigates to any CRM layout that has Sales Insight, the panel loads automatically. The loading of panel is not considered as actual usage. We only consider users who actively interact with the panel. 

 

How does Marketo Engage determine how many Sales Insight (MSI) users I have?

We generate a report that logs certain types of activities that an “active user” would do and then remove duplicate users. If there has been one or more of these activities in the last 30 days, we consider this to an individual active user

 

How do I pull a list of my Sales Insight users?

Please reach out to your CSM. He/she will be able to provide your usage report for you.

 

How do I limit Sales Insight usage?

You can monitor Sales Insight seats by creating a Sales Insight profile and assigning it to a Sales Insight Layout or to any existing layout you would like to use. Detailed instruction can be found here -

https://docs.marketo.com/display/public/DOCS/Setting+up+Sales+Insight+for+your+Team

 

How do I start monitoring Sales Insight seats as an existing user?

The next time you upgrade your package, rather than installing upgrade for all users you can install it only for admins or for specific profiles you’ve created for Sales Insight. Detailed instruction can be found here

https://docs.marketo.com/display/public/DOCS/Upgrading+Your+MSI+Package

 

How do I determine which version of MSI we are on?

In your Salesforce CRM. Click on Set Up > Search for “Installed Packages” in Quick Find search field > Look for “Marketo Sales Insight” under Package Name column > Look for corresponding version number under “Version Number” column